LPL Financial LLC More: the full row for LPL Financial LLC 732,466 $36.6M 0.01% +86,245 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 688,553 $34.4M 0.07% +107,750 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 404,137 $20.2M +31,241 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 301,464 $15M 0.07% +19,506 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 132,200 $6.6M <0.01% +9,752 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 119,257 $5.95M 0.1% +7,876 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 107,659 $5.37M 0.01% +16,755 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 39,150 $1.95M <0.01% -1,815 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,807 $839K 0.03% +467 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 16,391 $818K 0.1% +3,385 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,943 $796K <0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,274 $713K <0.01% +743 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,328 $665K 0.03% +4,736 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 10,539 $526K <0.01% +598 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,726 $486K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,726 $486K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,489 $474K <0.01% -140 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,004 $400K 0.01% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 7,935 $396K 0.17% +1,786 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,277 $363K <0.01% +2,594 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,000 $300K 0.13% -10,902 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,003 $250K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,509 $225K 0.02% +4,013 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,484 $224K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,472 $223K <0.01% -197 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,176 $208K <0.01% -96 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,887 $194K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,571 $178K <0.01% +3,451 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,169 $158K <0.01% +16 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,899 $145K <0.01% -863 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 633 $31.6K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 379 $18.9K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 208 $10.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 170 $8.49K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 101 $5.05K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 70 $3.49K <0.01% +29 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 67 $3.35K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 46 $2K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 26 $1.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $1.1K <0.01% new 13F-HR Timeline